Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.1B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,956
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$40M
3
+$31.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.4M
5
ALGN icon
Align Technology
ALGN
+$17.3M

Top Sells

1
+$49.9M
2
+$45.9M
3
+$25.2M
4
TTWO icon
Take-Two Interactive
TTWO
+$23.9M
5
EPAM icon
EPAM Systems
EPAM
+$23M

Sector Composition

1 Technology 18.81%
2 Financials 12.36%
3 Healthcare 11.07%
4 Industrials 9.31%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$653K ﹤0.01%
+31,177
1377
$652K ﹤0.01%
+36,506
1378
$649K ﹤0.01%
25,561
+215
1379
$646K ﹤0.01%
38,605
+16,540
1380
$642K ﹤0.01%
4,934
+89
1381
$642K ﹤0.01%
22,260
-50,420
1382
$641K ﹤0.01%
+24,900
1383
$636K ﹤0.01%
12,515
+312
1384
$635K ﹤0.01%
11,772
+4,858
1385
$630K ﹤0.01%
+5,576
1386
$628K ﹤0.01%
3,833
+2,198
1387
$626K ﹤0.01%
11,002
1388
$625K ﹤0.01%
13,271
-30
1389
$624K ﹤0.01%
58,335
+11,527
1390
$622K ﹤0.01%
4,649
-18
1391
$622K ﹤0.01%
13,401
+251
1392
$621K ﹤0.01%
31,977
+6,584
1393
$621K ﹤0.01%
13,847
+2,131
1394
$621K ﹤0.01%
+13,095
1395
$621K ﹤0.01%
+11,217
1396
$617K ﹤0.01%
79,725
+1,870
1397
$613K ﹤0.01%
+4,076
1398
$611K ﹤0.01%
+27,414
1399
$609K ﹤0.01%
+8,416
1400
$608K ﹤0.01%
+8,237
54 55
56
57 58